KWA

Kingswood Wealth Advisors Portfolio holdings

AUM $2.62B
AUM
$2.62B
AUM Growth
+$1.29B
Cap. Flow
+$1.37B
Cap. Flow %
52.27%
Top 10 Hldgs %
47.62%
Holding
869
New
74
Increased
417
Reduced
239
Closed
103

Top Buys

1
$498M
2
$117M
3
$96.4M
4
$95M
5
$56.2M

Top Sells

1
$5.66M
2
$5.31M
3
$4.76M
4
$4.36M
5
$3.24M

Sector Composition

1Technology35.91%
2Consumer Discretionary5.59%
3Communication Services5.59%
4Financials4.58%
5Industrials3.65%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.33M0.05%14,394
+3,452
+32%
+$319K
$1.32M0.05%28,494
+5,670
+25%
+$262K
$1.31M0.05%14,625
+100
+0.7%
+$8.95K
$1.3M0.05%5,495
+1,280
+30%
+$303K
$1.3M0.05%38,695
+6,191
+19%
+$207K
$1.27M0.05%6,391
-3,127
-33%
-$619K
$1.26M0.05%33,307
+327
+1%
+$12.4K
$1.26M0.05%75,399
+43,804
+139%
+$731K
$1.25M0.05%20,996
+627
+3%
+$37.5K
$1.24M0.05%12,279
+2,088
+20%
+$211K
$1.23M0.05%14,956
+165
+1%
+$13.6K
$1.23M0.05%7,084
+3,460
+95%
+$599K
$1.22M0.05%57,136
+38,760
+211%
+$828K
$1.21M0.05%25,797
+8,599
+50%
+$402K
$1.19M0.05%10,477
+2,508
+31%
+$285K
$1.17M0.04%16,264
-2,150
-12%
-$154K
$1.16M0.04%54,107
+1,707
+3%
+$36.7K
$1.15M0.04%854
+3
+0.4%
+$4.05K
$1.15M0.04%18,392
+10,935
+147%
+$683K
$1.14M0.04%17,969
+7,418
+70%
+$471K
$1.13M0.04%3,364
-1,101
-25%
-$369K
$1.13M0.04%12,057
+3,183
+36%
+$298K
$1.12M0.04%3,235
-30
-0.9%
-$10.4K
$1.12M0.04%22,866
-28
-0.1%
-$1.37K
$1.12M0.04%24,316
+3,400
+16%
+$156K
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